iRhythm Holdings (IRTC) Panoramica del titolo
iRhythm Holdings, Inc. è una società di assistenza sanitaria digitale che si occupa della progettazione, dello sviluppo e della commercializzazione di una tecnologia basata su dispositivi che forniscono servizi di monitoraggio cardiaco ambulatoriale per la diagnosi delle aritmie negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
IRTC Community Fair Values
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Analyst Price Targets
Concorrenti di iRhythm Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$117.17 |
| Massimo di 52 settimane | US$212.00 |
| Minimo di 52 settimane | US$100.85 |
| Beta | 1.27 |
| Variazione di 1 mese | -5.91% |
| Variazione a 3 mesi | -3.01% |
| Variazione di 1 anno | -28.98% |
| Variazione a 3 anni | 1.62% |
| Variazione a 5 anni | 134.11% |
| Variazione dall'IPO | 349.79% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Jul 06
IRTC: Reimbursement Policy Shift Will Reshape Earnings Power And Sentiment
For iRhythm Holdings, the analyst fair value estimate has shifted from about $254 to roughly $229, as analysts recalibrated models in light of corrected EPS forecasts and a broader reset in medtech valuation assumptions. Analyst Commentary Recent Street research around iRhythm Holdings shows a mix of recalibrated models and shifting price targets, as analysts factor in updated EPS calculations and a reset in medtech valuation assumptions.
Aggiornamento narrativa • Jun 22
IRTC: Medtech Repricing And EPS Reset Will Support Future Upside Potential
Analysts have trimmed their price targets on iRhythm Holdings, with one moving from $180 to $152 and another from $225 to $180, citing updated EPS modeling and a reset of medtech valuations in light of sector wide concerns around product cycles, the Affordable Care Act and utilization trends, inflation, and capital flowing to data centers rather than healthcare. Analyst Commentary Recent research on iRhythm Holdings points to a mixed but engaged view from Wall Street, with valuation tweaks tied to detailed EPS modeling and sector wide medtech repricing rather than a simple change in stance on the underlying business.Aggiornamento narrativa • Jun 06
IRTC: Medtech Reset And EPS Revisions Will Set Up Future Upside
Analysts have trimmed the iRhythm Holdings fair value estimate from $195.00 to about $178.93, reflecting a series of reduced Street price targets as models are updated for lower projected EPS and a reset in medtech valuations. Analyst Commentary Recent Street research on iRhythm Holdings shows a mix of optimism on the companys long term potential and caution around execution risks and sector level valuation resets.Recent updates
Aggiornamento narrativa • Jul 06
IRTC: Reimbursement Policy Shift Will Reshape Earnings Power And Sentiment
For iRhythm Holdings, the analyst fair value estimate has shifted from about $254 to roughly $229, as analysts recalibrated models in light of corrected EPS forecasts and a broader reset in medtech valuation assumptions. Analyst Commentary Recent Street research around iRhythm Holdings shows a mix of recalibrated models and shifting price targets, as analysts factor in updated EPS calculations and a reset in medtech valuation assumptions.Aggiornamento narrativa • Jun 22
IRTC: Medtech Repricing And EPS Reset Will Support Future Upside Potential
Analysts have trimmed their price targets on iRhythm Holdings, with one moving from $180 to $152 and another from $225 to $180, citing updated EPS modeling and a reset of medtech valuations in light of sector wide concerns around product cycles, the Affordable Care Act and utilization trends, inflation, and capital flowing to data centers rather than healthcare. Analyst Commentary Recent research on iRhythm Holdings points to a mixed but engaged view from Wall Street, with valuation tweaks tied to detailed EPS modeling and sector wide medtech repricing rather than a simple change in stance on the underlying business.Aggiornamento narrativa • Jun 06
IRTC: Medtech Reset And EPS Revisions Will Set Up Future Upside
Analysts have trimmed the iRhythm Holdings fair value estimate from $195.00 to about $178.93, reflecting a series of reduced Street price targets as models are updated for lower projected EPS and a reset in medtech valuations. Analyst Commentary Recent Street research on iRhythm Holdings shows a mix of optimism on the companys long term potential and caution around execution risks and sector level valuation resets.Aggiornamento narrativa • Apr 30
IRTC: 2026 Guidance And DOJ Overhang Weakness Will Support Future Upside
Analysts have trimmed the blended fair value estimate for iRhythm Holdings by about $4.57 to $195.00. This reflects a series of recent price target reductions across the Street that center on sector wide multiple compression following Q4 updates and ongoing DOJ related headline risk.Nuova narrativa • Apr 23
Long Term Cardiac Monitoring And AI Will Transform This Ambulatory Heart Care Leader
Catalysts About iRhythm Holdings iRhythm Holdings provides ambulatory cardiac monitoring services using wearable biosensors, AI tools and integrated clinical workflows. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Apr 15
IRTC: 2026 Guidance And DOJ Overhang Weakness Will Drive Future Upside
Analysts have reduced their average price targets on iRhythm Holdings by about $12. This reflects slightly higher discount rate assumptions, modestly lower revenue growth expectations, and a lower future P/E multiple, even as longer term profit margin assumptions have increased.
Nuova narrativa • Apr 08
Primary Care And AI Headwinds Will Challenge Cardiac Monitoring Expansion Yet Ultimately Support Progress
Catalysts About iRhythm Holdings iRhythm Holdings provides ambulatory cardiac monitoring services built around its Zio biosensor platform and related analytics. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Mar 31
IRTC: 2026 Guidance And DOJ Overhang Weakness Will Support Future Upside
iRhythm Holdings' updated fair value estimate edges up to about $211.43 per share, as analysts trim Street price targets into a tighter $184 to $225 range, citing sector wide multiple compression alongside Q4 execution and reiterated long term guidance. Analyst Commentary Research desks are consolidating around a tighter fair value band for iRhythm, with most recent moves involving modest price target trims that still sit above current Street lows.Aggiornamento narrativa • Mar 16
IRTC: 2026 Guidance And Sector Reset Will Support Future Upside
iRhythm Holdings’ updated analyst price target of $211, slightly below the prior fair value estimate of about $212.87, reflects analysts fine tuning assumptions on discount rate, profit margins and future P/E multiples following recent sector wide target resets and mixed, yet generally supportive, research commentary on the company’s growth profile. Analyst Commentary Recent research on iRhythm Holdings shows a cluster of target price revisions, with most firms trimming their numbers but generally maintaining positive or neutral ratings.Aggiornamento narrativa • Mar 02
IRTC: 2025 And 2026 Guidance Resilience Will Support Future Upside
Analysts have trimmed their average price target for iRhythm Holdings to about $213 from roughly $221 as they factor in lower valuation multiples across peers, while still highlighting recent revenue execution and margin improvement. Analyst Commentary Recent research on iRhythm shows a mix of optimism around execution and growth alongside a reset in valuation expectations, with several firms trimming price targets even as they acknowledge operational progress.Aggiornamento narrativa • Feb 16
IRTC: 2025 Revenue Update And 2026 Outlook Will Support Future Upside
Analysts have nudged their price targets on iRhythm Holdings higher, with updates such as Wells Fargo moving to $225 from $220 and Goldman Sachs to $211 from $202. They cited the company’s 2025 revenue update above prior guidance and a 2026 growth outlook of 17% to 18% as key supports.Aggiornamento narrativa • Feb 02
IRTC: 2025 Outlook And 2026 Expansion Will Support Future Market Share Gains
Analysts have raised their average price target for iRhythm by about $1, to roughly $221, citing the company's pre-announced 2025 revenue outlook above prior guidance and a 2026 revenue growth outlook of 17% to 18% as key supports for the updated view. Analyst Commentary Recent research on iRhythm points to a mix of optimism and caution, with price targets adjusted around the company’s updated 2025 and 2026 revenue outlook.Seeking Alpha • Jan 31
iRhythm: Structural Shift To Profitable Growth
Summary iRhythm is transitioning from speculative growth to a quality compounder, driven by operating leverage, expanding indications, and international growth. IRTC forecasts 2025 revenue over $740M and 2026 revenue of $870M-$880M, with adjusted EBITDA margin rising to 11.5%-12.5%. Penetration into primary care, expansion into sleep apnea and chronic disease markets, and international scaling underpin a robust, sustainable growth thesis. Despite valuation premium and execution risks, I see IRTC’s positive free cash flow and margin expansion as justifying a bullish stance. Read the full article on Seeking AlphaAggiornamento narrativa • Jan 19
IRTC: Future Core Business Momentum Will Support Cardiac Monitoring Market Share Gains
Analysts have nudged their fair value estimate for iRhythm to $220.60 from $218.60, tying the modest move higher to higher modeled revenue growth, slightly different profit margin assumptions, and updated P/E expectations following recent price target increases from several firms and the company’s revised 2025 and 2026 revenue outlook. Analyst Commentary Street research on iRhythm has recently focused on updated revenue outlooks for 2025 and 2026 and how those feed into valuation frameworks and price targets.Aggiornamento narrativa • Jan 04
IRTC: Future Core Business Momentum Will Drive Cardiac Monitoring Market Share Expansion
Analysts have nudged their blended fair value estimate for iRhythm Technologies modestly lower by about $2 to roughly $219, even as they lift published price targets into the low $200s. They cite a clean Q3 beat and raise, accelerating Zio AT adoption, and growing confidence in the durability of the company’s long term cardiac monitoring growth story.Aggiornamento narrativa • Dec 15
IRTC: Future Core Business Momentum Will Drive Stronger Market Share Expansion
Analysts nudged their average price target on iRhythm Technologies slightly higher to about $221 from roughly $220, citing consistent beat and raise quarters, stronger than expected Q3 results, and growing confidence in the long term growth trajectory of the Zio cardiac monitoring portfolio. Analyst Commentary Street research remains firmly constructive on iRhythm Technologies, with recent notes highlighting both accelerating fundamentals and a still demanding valuation backdrop.Aggiornamento narrativa • Nov 29
IRTC: Future Core Business Momentum Will Drive Stronger Market Share Gains
iRhythm Technologies' analyst price target was recently raised from $205 to $230, with analysts citing strong core business performance and increased confidence in the company's growth trajectory following a robust Q3 and elevated FY25 guidance. Analyst Commentary Recent analyst commentary highlights notable optimism around iRhythm Technologies’ execution and future prospects, but also flags several considerations that may temper enthusiasm.Aggiornamento narrativa • Nov 15
IRTC: Future Channel Partnerships Will Drive Continued Market Share Gains
Analysts have raised their price target for iRhythm Technologies from approximately $193 to nearly $220 per share. They cite continued core business strength, expanding Zio AT adoption, and management’s increased confidence in future growth as key factors.Articolo di analisi • Nov 02
US$220 - That's What Analysts Think iRhythm Technologies, Inc. (NASDAQ:IRTC) Is Worth After These Results
iRhythm Technologies, Inc. ( NASDAQ:IRTC ) investors will be delighted, with the company turning in some strong numbers...Aggiornamento narrativa • Oct 31
IRTC: Future Performance Will Reflect Both Product Momentum And Regulatory Uncertainty
Analysts have raised their price target for iRhythm Technologies from $180 to $205 per share. They cite strong recent results, expanding market share, and a positive outlook for the company's Zio Monitor platform as reasons for the increase.Aggiornamento narrativa • Oct 17
Population Health And EHR Integration Will Redefine Remote Cardiac Care
iRhythm Technologies' analyst price target has increased from $186 to approximately $193. Analysts point to healthy revenue growth, expanded market reach, and positive physician feedback as drivers behind the upward revision.Aggiornamento narrativa • Oct 03
Population Health And EHR Integration Will Redefine Remote Cardiac Care
The consensus analyst price target for iRhythm Technologies has increased modestly from $182.62 to $186.00. Analysts cite positive physician feedback and expected market expansion as key drivers for their outlook.Articolo di analisi • Aug 27
After Leaping 25% iRhythm Technologies, Inc. (NASDAQ:IRTC) Shares Are Not Flying Under The Radar
iRhythm Technologies, Inc. ( NASDAQ:IRTC ) shares have had a really impressive month, gaining 25% after a shaky period...Aggiornamento narrativa • Aug 27
Population Health And EHR Integration Will Redefine Remote Cardiac Care
The consensus analyst price target for iRhythm Technologies has increased to $181.62, driven by a proposed CMS reimbursement boost, robust MyZio app growth, management’s confidence in market share gains, and progress on FDA remediation, reflecting improved fundamentals and growth visibility. Analyst Commentary Proposed CMS Physician Fee Schedule includes a low-single digit reimbursement boost for mobile cardiac telemetry, reversing previous larger cuts and providing greater payment visibility.Articolo di analisi • Aug 04
iRhythm Technologies, Inc. (NASDAQ:IRTC) Just Reported And Analysts Have Been Lifting Their Price Targets
A week ago, iRhythm Technologies, Inc. ( NASDAQ:IRTC ) came out with a strong set of second-quarter numbers that could...Articolo di analisi • Jul 21
Would iRhythm Technologies (NASDAQ:IRTC) Be Better Off With Less Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Nuova narrativa • May 26
Ambulatory Monitoring And Digital Health Will Transform Global Markets
Accelerated global adoption of Zio and digital health integration is expanding iRhythm's market reach, operational efficiency, and recurring revenue streams.Articolo di analisi • Apr 24
iRhythm Technologies, Inc.'s (NASDAQ:IRTC) Share Price Matching Investor Opinion
When you see that almost half of the companies in the Medical Equipment industry in the United States have...Articolo di analisi • Apr 03
Would iRhythm Technologies (NASDAQ:IRTC) Be Better Off With Less Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Articolo di analisi • Feb 15
A Look At The Fair Value Of iRhythm Technologies, Inc. (NASDAQ:IRTC)
Key Insights iRhythm Technologies' estimated fair value is US$112 based on 2 Stage Free Cash Flow to Equity With US$112...Articolo di analisi • Jan 31
Is It Too Late To Consider Buying iRhythm Technologies, Inc. (NASDAQ:IRTC)?
While iRhythm Technologies, Inc. ( NASDAQ:IRTC ) might not have the largest market cap around , it saw a significant...Articolo di analisi • Jan 16
What You Can Learn From iRhythm Technologies, Inc.'s (NASDAQ:IRTC) P/S
You may think that with a price-to-sales (or "P/S") ratio of 5.8x iRhythm Technologies, Inc. ( NASDAQ:IRTC ) is a stock...Rendimenti per gli azionisti
| IRTC | US Medical Equipment | US Mercato | |
|---|---|---|---|
| 7D | 7.3% | 1.9% | 0.9% |
| 1Y | -29.0% | -16.1% | 17.5% |
Ritorno vs Industria: IRTC ha avuto una performance inferiore rispetto al US Medical Equipment che ha registrato un rendimento -16.1 % nell'ultimo anno.
Rendimento vs Mercato: IRTC ha avuto una performance inferiore al mercato US che ha registrato un rendimento 17.5 % nell'ultimo anno.
Volatilità dei prezzi
| IRTC volatility | |
|---|---|
| IRTC Average Weekly Movement | 6.6% |
| Medical Equipment Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: IRTC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di IRTC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2006 | 2,400 | Quentin Blackford | www.irhythmtech.com |
iRhythm Holdings, Inc. è un'azienda di sanità digitale che si occupa della progettazione, dello sviluppo e della commercializzazione di una tecnologia basata su dispositivi che forniscono servizi di monitoraggio cardiaco ambulatoriale per la diagnosi delle aritmie negli Stati Uniti. L'azienda offre i servizi di monitoraggio cardiaco ambulatoriale Zio, tra cui il monitoraggio continuo a lungo e a breve termine e i servizi di telemetria cardiaca mobile. Fornisce anche Zio Monitor System, un sistema di monitoraggio remoto dell'elettrocardiogramma (ECG) con obbligo di prescrizione, costituito da un cerotto ECG che registra il segnale elettrico del cuore in modo continuo per un massimo di 14 giorni; Zio XT System, un sistema di monitoraggio remoto dell'ECG con obbligo di prescrizione, costituito dal cerotto Zio XT che registra il segnale elettrico del cuore in modo continuo per un massimo di 14 giorni; e Zio ECG Utilization Software System, che supporta l'acquisizione e l'analisi dei dati ECG.
iRhythm Holdings, Inc. Riepilogo dei fondamenti
| IRTC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.91b |
| Utili (TTM) | -US$27.78m |
| Ricavi(TTM) | US$787.85m |
4.9x
Rapporto P/S-138.6x
Rapporto P/EIRTC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| IRTC Conto economico (TTM) | |
|---|---|
| Ricavi | US$787.85m |
| Costo del fatturato | US$228.46m |
| Profitto lordo | US$559.39m |
| Altre spese | US$587.17m |
| Utili | -US$27.78m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 06, 2026
| Utile per azione (EPS) | -0.85 |
| Margine lordo | 71.00% |
| Margine di profitto netto | -3.53% |
| Rapporto debito/patrimonio netto | 403.4% |
Come si è comportato IRTC nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/31 04:53 |
| Prezzo dell'azione a fine giornata | 2026/07/31 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
iRhythm Holdings, Inc. è coperta da 26 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Rescott | Baird |
| Joanne Wuensch | BMO Capital Markets Equity Research |
| Stephanie Elghazi | BofA Global Research |